<style type="text/css">
	.screenshot {
		width: 400px;
		height: 225px;
		margin-left: 16px;
		margin-bottom: 16px;
	}
	.printable {
		max-width: 800px;
		margin-top: 20px;
		margin-left: 20px;
	}
	h1, h2, h3, h4, h5 {
		color: black;
	}
</style>

<cfoutput>

	<div class="printable">

			<h2>Cash for College Follow Up Instructions</h2>
			
			<div class="clearfix">
			
				<p>There are two approaches for managing follow up requests.  Choose the option most appropriate for you and your team.</p>
			
			</div>
			
			<h4>Option 1: Manage requests in the Workshop Management System <span style="color: black; font-size: .8em">(Recommended)</span></h4>
			
			<div class="clearfix">
			
				<p>Follow Up Requests can be managed in this website, the Workshop Management System (WMS), from the Follow Up Request page.  Access to the page requires a WMS account.  We do not recommend that you share your account password and instead create an account for each assistant or have them create an account for themselves from the login page (www.calgrants.org/organizers).  Assistant accounts should be created with the role of Site Contact and can be approved by organizers with existing accounts.</p>
				<p>The Follow Up Requests page can be accessed and used by more than one person at the same time.</p>
				<p>The steps for managing requests using Option 1 are listed below.</p>
			
			</div>
			
			<h4>Option 2: Manage requests in Excel</h4>
			
			<div class="clearfix">
			
				<p>Follow Up Requests can be managed using an Excel export available on the Follow Up Requests page.  This method requires a WMS account holder to manually update the Follow Up Request results on behalf of the assistant contacting students.  We suggest you follow Method 1 to minimize the workload for the person managing the follow up process.</p>
				<p>The steps for managing request using Option 2 are listed below.</p>
			
			</div>
			
			<hr size="1" />
		
			<h3>Option 1: Manage requests in the Workshop Management System</h3>
			
			<hr size="1" />
			
			<h4>Step 1</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/1.png" class="img-polaroid screenshot" align="right" />Login to the Cash for College Workshop Management System at www.calgrants.org/organizers.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 2</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/2.png" class="img-polaroid screenshot" align="right" />Click on the drop down menu under the Deliver heading and select the Follow Up Requests page.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 3</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/4.png" class="img-polaroid screenshot" align="right" />Print the Follow Up Phone Script and Follow Up Voicemail Script for each person who will be making follow up calls.  Have ready access to the Follow Up Materials and Helpful Resources on the Follow Up Requests page.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 4</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/5.png" class="img-polaroid screenshot" align="right" />Scroll down and find the workshop you want to follow up and click the Manage Requests option under the Select button.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 5</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/6.png" class="img-polaroid screenshot" align="right" />On the Manage Follow Up Requests page, select a student to contact and click the Update button.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 6</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/7.png" class="img-polaroid screenshot" align="right" />Using the information on the Student Follow Up page, contact the student and assist them in completing the FAFSA or CA Dream Act application and applying for a Cal Grant.  Use the Follow Up Phone Script and Follow Up Voicemail Script as appropriate.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 7</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/8.png" class="img-polaroid screenshot" align="right" />Once you have completed follow up for the student, change the Follow Up Status to Complete and enter notes into the Follow Up Notes field then save the record. Common note topics include:
				<ul>
					<li>The FAFSA</li>
					<li>The CA Dream Act</li>
					<li>Tax questions</li>
					<li>Income/asset questions</li>
					<li>Cal Grant deadline</li>
					<li>GPA submission</li>
				</ul><br /><br />
				Do not change the Follow Up Status of the student to Complete until you are done providing assistance to the student.  You may add Follow Up Notes to the record without changing the Follow Up Status to Complete.</p>
			
			</div>
			
			<hr size="1" />
		
			<h3>Option 2: Manage requests in Excel</h3>
			
			<hr size="1" />
			
			<h4>Step 1</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/1.png" class="img-polaroid screenshot" align="right" />Login to the Cash for College Workshop Management System at www.calgrants.org/organizers.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 2</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/2.png" class="img-polaroid screenshot" align="right" />Click on the drop down menu under the Deliver heading and select the Follow Up Requests page.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 3</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/4.png" class="img-polaroid screenshot" align="right" />Print the Follow Up Phone Script and Follow Up Voicemail Script for each person who will be making follow up calls.  Have ready access to the Follow Up Materials and Helpful Resources on the Follow Up Requests page.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 4</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/9.png" class="img-polaroid screenshot" align="right" />Scroll down and find the workshop you want to follow up and click the Export Requests option under the Select button.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 5</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/10.png" class="img-polaroid screenshot" align="right" />Split up the Follow Up Requests in the Excel export and distribute to each assistant.  Instruct assistants to track their follow up efforts as follows:
					<ul>
						<li>Contact each student in the list using the phone numbers listed in the Phone1 and Phone2 columns</li>
						<li>Use the values listed in the Why_Did_Not_Finish_FAFSA column to guide your interaction with the student and use the Follow Up Phone Script and Follow Up Voicement Script as appropriate</li>
						<li>Record any notes in the Follow_Up_Notes column for each student.  Topics may include - the FAFSA or CA Dream Act, taxes, income/assets, Cal Grant deadline or GPA submission.</li>
						<li>When the student requires no further assistance, change the value in the Follow_Up_Status column from Not Complete to Complete</li>
						<li>Remember to save the Excel spreadsheet often</li>
						<li>Return the Excel document to the workshop organizer when you are finished contacting students</li>
					</ul>
				</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 6</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/5.png" class="img-polaroid screenshot" align="right" />Collect the updated Excel spreadsheets you distributed to assistants and return to the Workshop Management System. Navigate to the Follow Up Requests page under Deliver and scroll down and find the workshop corresponding to the request in the Excel spreadsheet. Click the Manage Requests option under the Select button.</p>

			</div>
		
			<hr size="1" />
			
			<h4>Step 7</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/6.png" class="img-polaroid screenshot" align="right" />Locate a student in the Excel spreadsheet and click the Update button for the corresponding record in the Manage Follow Up Requests page.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 8</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/8.png" class="img-polaroid screenshot" align="right" />Copy the information in the Follow_Up_Status and Follow_Up_Notes column in the Excel spreadsheet into the Follow Up Request form and save the record.</p>
		
			</div>
		
			<hr size="1" />
			
			<h4>Step 9</h4>
			
			<div class="clearfix">
			
				<p><img src="#request.pathToApplication#/common/images/screenshots/follow-up-instructions/6.png" class="img-polaroid screenshot" align="right" />Repeat steps 6-8 for each student in every Excel spreadsheet you distributed.</p>
			
			</div>
			
	</div>

</cfoutput>